Our Team

George Gagliardi, CFP®, MBA

Founder, Financial Advisor

George Gagliardi formed Coromandel Wealth Strategies after a successful career as a technology industry executive, small business entrepreneur, and management consultant. George has been involved in investing and personal financial planning for most of his adult life, and brings to Coromandel a depth of knowledge of business, personal finance, economics, and investment strategies. His areas of expertise include Retirement Planning, Tax Reduction Strategies, Family Wealth Management, Estate Planning, and Portfolio Design.

George is a Phi Beta Kappa and Magna Cum Laude graduate of Yale University with a degree in Engineering and Applied Science, and holds an MBA from Babson College with Highest Distinction. He is an active certificant of the Certified Financial Planning (CFP®) Board of Standards, a member of the Financial Planning Association, and a Life Member of the American Association of Individual Investors.

Kate Groves

Kate began her career as a telecom applications engineer and a technical writer. She then worked at a nonprofit research institute as a project coordinator in charge of database management. She has completed the Advanced Planning Education Group’s course “Foundations of Financial Planning.” Kate is a graduate of Tufts University. She is a parent to three daughters, and plays competitive pickleball in her spare time.

John Davi

Chief Investment Officer, Astoria Portfolio Advisors

Astoria’s founder, CEO, and CIO, John Davi, has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Research, and Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley’s Institutional ETF Content and advised many of the world’s largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products. John’s research has been recognized and featured on ETF.com, ETFTrends.com, InsideETFs, Institutional Investor Magazine, and he is a regular contributor to CNBC, Bloomberg, and other media outlets.

Nick Cerbone

VP Quantitative Strategy, Astoria Portfolio Advisors

Nick Cerbone is Vice President and Quantitative Strategist for Astoria Portfolio Advisors LLC. In this capacity, Nick assists in all aspects of portfolio construction and optimization of our cross-asset ETF portfolios. Nick is a Summa Cum Laude graduate of Hofstra University with a Bachelor of Science degree in Mathematical Finance.